NVWM LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

NVWM LLC’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$146K	Buy	2,726 +274	+11%	+$15.5K	0.03%	199
2026 Q2	$131K	Sell	2,452 -3,000	-55%	-$156K	0.03%	199
2026 Q1	$269K	Buy	5,452 +153	+3%	+$7.97K	0.06%	193
2025 Q4	$290K	Buy	5,299 +1,739	+49%	+$92.7K	0.06%	183
2025 Q3	$192K	Buy	3,560 +512	+17%	+$27.1K	0.04%	198
2025 Q2	$160K	Hold	3,048	–	–	0.04%	206
2025 Q1	$152K	Buy	3,048 +48	+2%	+$2.41K	0.04%	200
2024 Q4	$145K	Hold	3,000	–	–	0.04%	205
2024 Q3	$136K	Hold	3,000	–	–	0.03%	204
2024 Q2	$123K	Hold	3,000	–	–	0.03%	207
2024 Q1	$126K	Hold	3,000	–	–	0.03%	202
2023 Q4	$113K	Hold	3,000	–	–	0.03%	205
2023 Q3	$100K	Hold	3,000	–	–	0.03%	205
2023 Q2	$101K	Sell	3,000 -50,938	-94%	-$1.66M	0.03%	211
2023 Q1	$1.73M	Buy	53,938 +18,654	+53%	+$648K	0.58%	51
2022 Q4	$1.21M	Buy	35,284 +592	+2%	+$20K	0.44%	72
2022 Q3	$1.05M	Buy	34,692 +33,418	+2,623%	+$1.1M	0.42%	80
2022 Q2	$40K	Sell	1,274 -185	-13%	-$6.39K	0.02%	261
2022 Q1	$56K	Buy	1,459 +506	+53%	+$19.8K	0.02%	259
2021 Q4	$37K	Buy	953 +524	+122%	+$20.6K	0.01%	290
2021 Q3	$16K	Buy	+429	New	+$16.1K	0.01%	333
2020 Q1	–	Sell	-490	Closed	-$15K	–	389
2019 Q4	$15K	Hold	490	–	–	0.01%	226
2019 Q3	$14K	Hold	490	–	–	0.01%	252
2019 Q2	$14K	Buy	+490	New	+$13.3K	0.01%	270
2019 Q1	–	Sell	-17,700	Closed	-$422K	–	376
2018 Q4	$422K	Hold	17,700	–	–	0.32%	106
2018 Q3	$488K	Sell	17,700 -550	-3%	-$15.4K	0.31%	104
2018 Q2	$485K	Sell	18,250 -2,695	-13%	-$74.3K	0.34%	97
2018 Q1	$565K	Buy	20,945 +6,795	+48%	+$196K	0.41%	77
2017 Q4	$395K	Buy	+14,150	New	+$381K	0.3%	107

Other funds holding XLF

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

NVWM LLC's XLF Position: Q3 2026 in Review

NVWM LLC increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q3 2026, buying an estimated $15.5K and bringing the position to 2,726 shares worth $146K. The position accounts for 0.03% of the portfolio, ranked #199.

NVWM LLC first reported a position in XLF in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.73M in Q1 2023. 852 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

NVWM LLC held 2,726 shares of State Street Financial Select Sector SPDR ETF worth $146K as of Q3 2026.
NVWM LLC bought 274 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $15.5K.
State Street Financial Select Sector SPDR ETF made up 0.03% of NVWM LLC's portfolio in Q3 2026, its #199 holding.
NVWM LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 29 quarters since.
NVWM LLC's State Street Financial Select Sector SPDR ETF position peaked at $1.73M in Q1 2023.
852 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.